REA Wealth Management
Firm details
- Headquarters
- New Philadelphia, Ohio
- CRD number
- 108913
- Registered since
- November 21, 1997
- Website
- www.invp.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI69.34%
- Individuals23.67%
- Corporations / Businesses5.24%
- Pension & Profit Sharing Plans1.45%
- Charitable Organizations0.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
REA Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered since 1997. The firm advises both individual and family clients as well as institutional investors, providing financial planning and discretionary portfolio management for individuals, small businesses, and organizations. Its fee model combines a percentage-of-assets-under-management with hourly charges. REA indicates ties with accounting professionals and pension consultants, and it does not serve as a capital allocator or position itself as an ESG-focused or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Cash & Cash Equivalents15%
- Exchange Traded Equities13%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Douglas Bambeck
Chief Compliance OfficerCRD 3119298
Contacts
3 of 10
Douglas Feller
Financial AdvisorCRD 4563656
Anthony Yoder
Financial AdvisorCRD 6477545
Zane Parrott
Financial AdvisorCRD 7802518
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 91Active vs passive
$223M in ETFs
95%
$213M
1%
$10.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $20.8M | 291,283 | 9.30% |
Location
New Philadelphia, OH
Tuscarawas
Location
New Philadelphia, OH
Headquartered in New Philadelphia, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Tuscarawas
- Address
- 419 W High Ave
- Time zone
- ET (UTC-5)
- Office locations
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